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iShares US Utilities ETF
IDU

Overview Fund Activity

174 hedge funds and large institutions have $306M invested in iShares US Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
40
Reduced
68
Closed
18
Calls
$2.73M
Puts
–
Net Calls
+$2.73M
Net Calls Change
-$2.86M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$15.8M
2
CCT
Country Club Trust
Missouri
$6.79M
3
SPIA
Steward Partners Investment Advisory
New York
$2.21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.2M
5
DWM
Destination Wealth Management
California
$45.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$17.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.47M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.86M
4
Wells Fargo
Wells Fargo
California
$4.78M
5
Citadel Advisors
Citadel Advisors
Florida
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
Sutton Wealth Advisors
Florida
$15.2K – – –
IWP
152
IAG Wealth Partners
Wisconsin
$15K -$7.8K -104 -34%
AA
153
Ancora Advisors
Ohio
$15K – – –
AIM
154
Anchor Investment Management
South Carolina
$14.6K – – –
TFS
155
TrustCore Financial Services
Tennessee
$14K – – –
SFPG
156
Stonebridge Financial Planning Group
Florida
$13K -$11.5K -150 -47%
GRP
157
Global Retirement Partners
California
$13K – – –
ME
158
McIlrath & Eck
Washington
$12K – – –
CA
159
Clearstead Advisors
Ohio
$11K +$139 +2 +1%
SC
160
SouthState Corp
Florida
$11K +$11K +150 New
First Manhattan
161
First Manhattan
New York
$8K – – –
1IA
162
1834 Investment Advisors
Wisconsin
$8K – – –
TIM
163
Tortoise Investment Management
New York
$7K – – –
CAGAS
164
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$6K – – –
MAWCM
166
Mine & Arao Wealth Creation & Management
California
$6K +$6K +88 New
BFEC
167
Benjamin F. Edwards & Company
Missouri
$5K – – –
JHCP
168
Jackson Hole Capital Partners
Oklahoma
$5K – – –
PB
169
Pinnacle Bancorp
Nebraska
$5K +$5K +62 New
CFA
170
Carroll Financial Associates
North Carolina
$3K – – –
CAAS
171
Capital Asset Advisory Services
Michigan
$3K – – –
HR
172
Howe & Rusling
New York
$2K +$2K +32 New
VCM
173
Versant Capital Management
Arizona
$1K – – –
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$345 -$75 -964 -18%
WIM
175
Westside Investment Management
California
$33 – – –
4 5 6
7
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